Latest Institutional Transactions on Ishares Tr (HYG)
This table provides information on the latest institutional transactions involving Ishares Tr (HYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
98+ 4900.0% |
$6.98K - $7.46K
|
100
$7.96K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
23+ 0.61% |
$1.64K - $1.75K
|
3.81K
$303K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.25K- 53.19% |
$89.1K - $95.1K
|
1.1K
$87.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-32- 7.55% |
$2.28K - $2.44K
|
392
$31.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$808K - $863K
|
11.3K
$903K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.74K+ 37.83% |
$124K - $133K
|
6.34K
$505K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.33KNew |
$665K - $710K
|
9.33K
$743K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
3.96KNew |
$282K - $301K
|
3.96K
$315K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$194K - $207K
|
2.72K
$217K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
38.3K+ 9136.28% |
$2.73M - $2.91M
|
38.7K
$3.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.54K- 1.97% |
$252K - $270K
|
176K
$14M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
4K+ 6.55% |
$285K - $304K
|
65K
$5.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$206K - $221K
|
2.9K
$231K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$214 - $228
|
3
$239
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12New |
$855 - $913
|
12
$956
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
750New |
$53.4K - $57.1K
|
750
$59.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-22.7K- 83.85% |
$1.62M - $1.73M
|
4.37K
$348K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
214New |
$15.2K - $16.3K
|
214
$17K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
274+ 2.07% |
$19.5K - $20.9K
|
13.5K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
110+ 3.52% |
$7.84K - $8.37K
|
3.23K
$257K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.4KNew |
$171K - $183K
|
2.4K
$191K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
100New |
$7.12K - $7.61K
|
100
$7.96K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
103+ 71.03% |
$7.34K - $7.84K
|
248
$19.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-15.4K- 18.82% |
$1.1M - $1.17M
|
66.6K
$5.3M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
92New |
$6.55K - $7K
|
92
$7.33K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
4.76KNew |
$339K - $362K
|
4.76K
$379K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
886New |
$63.1K - $67.4K
|
886
$70.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 3.57% |
$3.56K - $3.81K
|
1.35K
$108K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.76KClosed |
$125K - $139K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
160K+ 834.07% |
$11.4M - $12.7M
|
180K
$14.3M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
1.64M+ 24.8% |
$116M - $129M
|
8.23M
$656M
|
|
|
Jun 22, 2023
Q3 2022
|
Msd Partners, L.P.
New York, NY |
BUY
|
PUT |
875K+ 26.32% |
$62.2M - $69.1M
|
4.2M
$334M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-2.24K- 21.93% |
$159K - $177K
|
7.97K
$635K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.56K+ 266.67% |
$111K - $123K
|
2.15K
$171K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
7.81KNew |
$555K - $616K
|
7.81K
$622K
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.08K- 40.39% |
$290K - $322K
|
6.02K
$480K
|
|
|
Nov 17, 2022
Q3 2022
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
PUT |
-139K- 15.43% |
$9.87M - $10.9M
|
760K
$60.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
PUT |
-200- 50.0% |
$14.2K - $15.8K
|
200
$15.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
154New |
$11K - $12.2K
|
154
$12.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Atika Capital Management LLC
New York, NY |
BUY
|
PUT |
5.3KNew |
$377K - $418K
|
5.3K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Trilantic Capital Management L.P.
New York, NY |
BUY
|
PUT |
146K+ 120.53% |
$10.4M - $11.5M
|
266K
$21.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
500KNew |
$35.6M - $39.5M
|
500K
$39.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 1.16% |
$142 - $158
|
174
$13.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-745- 46.04% |
$53K - $58.8K
|
873
$69.5K
|
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
3.07KNew |
$218K - $242K
|
3.07K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Sharp Capital Gestora De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
129KNew |
$9.19M - $10.2M
|
129K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-1.8K- 13.83% |
$128K - $142K
|
11.2K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
17.5KNew |
$1.24M - $1.38M
|
17.5K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Triatomic Management LP
New York, NY |
BUY
|
PUT |
100KNew |
$7.11M - $7.89M
|
100K
$7.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Continental Advisors LLC
Chicago, IL |
SELL
|
PUT |
-19K- 31.67% |
$1.35M - $1.5M
|
41K
$3.27M
|
|